Comprehensive Wealth Management Under One Roof
High-net-worth investors - or investors with more than $1,000,000 in assets - face a different set of challenges in managing their wealth. Investment decisions become more complex, financial planning becomes necessary, and the potential gains from tax efficiency increase exponentially.
Our focus is on simplifying and optimizing these wealth management decisions. After helping more than 1,500 high-net-worth investors build customized wealth management plans, we’ve developed and refined our 5-Step Wealth Optimization Process to create a single, comprehensive wealth management strategy for our clients.
By working with their single team of financial professionals to build a customized investment portfolio, financial plan, and tax strategy, our clients have more confidence and peace of mind in knowing they are well-positioned to achieve their long-term financial goals.
Design & Management
& Preparation Services
Insurance & Estate
Private & Alternative
Private Banking &
Schedule a Complimentary Consultation
We get that taking the leap to a new financial advisor can be difficult. It's why we offer a complimentary Portfolio X-Ray to anyone interested in seeing what their customized portfolio might look like.
If you are interested in talking with one of our advisors about a Portfolio X-Ray, you can use the form here to send us a message. After you submit your message, you'll receive a response from an advisor within 24 hours.
Frequently Asked Questions (FAQ)
Answers to some of the questions you may have about Chicago Partners.